We combine a structured, comprehensive investment process with financial planning expertise to offer a professional and tailored service to investors, helping you to get the most out of your investments in a rapidly moving financial environment.
Structured investment planning is essential in underpinning the financial services that we offer and is applied to a wide range of financial planning such as investment income, retirement planning, tax mitigation, inheritance tax planning, trustee investing, estate distribution and offshore investing.
We offer a portfolio planning service which ensures your investments are appropriate for your requirements and your attitude to risk. We construct, in house, our Origin and Generation portfolios, with the latter having higher scrutiny on environmental, social and governance (ESG) impact, ensuring we cater for our clients for whom this is important. Our on-going services provide continuous investment monitoring. Our different service levels are matched to your individual needs with regular reviews at your required frequency.
We will explain our recommendations clearly and simply and aim to get the most from your investments as tax efficiently as possible. Contact us now to arrange to speak to one of our Independent Financial Advisers.
Our Generation Portfolios take a progressive stance in terms of fund selection, with an aim of selecting investments that focus on a positive Environmental, Social and Governance (ESG) outcome, where available, whilst taking pragmatic approach when balancing this with their financial metrics and performance.
In 2021, we partnered with ESG specialists, Worthstone, who provide consistent and transparent impact research. Worthstone are an award winning, purpose driven business who are independent and impartial from fund managers.
The research they undertake assesses individual funds and investment providers. This is to understand whether the fund prospectus requires the fund manager to adhere to ESG controls, rather than ‘aim’ to, and provides us with confidence that the funds offered are best of breed in an ever expanding universe of ESG badged funds.
For more information please visit the Worthstone website.
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Our portfolio manager service gives you easy on-line access to your up-to-date fund values and holdings at any time.
You are about to leave the website of Hearnden Associates and view the content of an external website. Hearnden Associates Limited cannot be held responsible for the content of external websites.
The value of an investment can go down as well as up. Capital is at risk.
The Financial Conduct Authority does not regulate taxation and trust advice, and will writing.
